Group Retirement

We can help your employees be more confident about their retirement planning.

One-on-one advising keeps retirement plans on track.

One-on-one advising is the equivalent to a regular check-up with the doctor. For a lot of people, our personalized advising sessions may be the first time they are seeing if they are on track for a dream retirement or how far off course they might be. Consider offering employees custom-designed education modules and one-on-one planning and investment advice for a more complete education experience.

For over 30 years, DFG has been an active advisor in the group retirement field in Canada, ensuring retirement success while setting new standards in customer service. DFG’s experienced team of licensed and expert advisors will manage your plan’s administration and compliance, and provide individual plan members with on-going support and sound investment advice. Our references will attest to our ability to strike the ‘right’ balance between offering a wide range of competitive investment options while ensuring plan members are educated about their retirement choices.

What makes the DFG advisory model unique?

Our comprehensive plan sponsor support and active hands-on employee support and education.
These solutions help plan sponsors to ensure that all of their bases are covered and that plan members have the tools to successfully manage their retirement plans.

Plan Sponsor Services

Plan Design Consulting

Compliance Management

Record-keeper Management

CAP Guidelines Management

Administrative Support

Annual Plan Review and Reporting

Ongoing Investment Fund Performance Reviews

Employee Education Management

Employee Communications

Plan Member Services

Retirement Education Programs

On-line and Video Education Modules

1-800 Personalized Support

Retirement Planning

Retirement Transition Support

Ongoing Investment Fund Performance Reviews

Employee Education

One-on-One Consulting

Your DFG team.

The foundation of our partnerships is the relationship that we develop with our customers.
Each of our team members understand, in detail, the contents of each sponsor’s plan and work closely with sponsors and their members to ensure the plan achieves its goals.

Successfully manage your retirement plan.

Meet with you to develop the initial plan strategy.

Conduct a comprehensive plan assessment making comparisons to other plans and record-keepers.

Develop a comprehensive plan management program to ensure sponsors are always up-to-date and compliant with legislation and Canadian retirement plan guidelines.

Develop a plan member education program to ensure your employees have access to the tools and information they need to manage their plans successfully.

Provide education that includes: on-site education seminars, on-line webinars and tutorials, and personalized education videos that can be used at individual sites.

Provide 1-800 education and financial planning support for your employees and plan members.